Financial Advisor Marketing Podcast

Let me tell you a secret that might cause you so much frustration that you close out this episode… or that will give you the "ah-ha" moment your subconscious has been desperately searching for. It has to do with your approach to marketing and it answers the question of why growing a financial advice business is so freaking difficult. The secret? Your marketing sucks because you believe marketing equals providing information. This is why prospective clients overflow with objections to your sales presentations… why your calendar is collecting more digital dust than PDFs in your Downloads file… and why, no matter what you say or how many hours you spend working, your business NEVER grows. In fact, overwhelming prospective clients with information and education makes them far less likely to hire you as their financial advisor compared to the new approach you'll learn in this episode. Listen now. Show highlights include: Why your business doing "fine" is the single most dangerous place it can be (1:16) How a simple shift in your marketing can help you book more high-quality appointments in the next 30 days than you have in the past 6 months combined (1:56) The "Teacher Trap" that nearly all middling financial advice businesses fall into that stifles their growth, forces prospects to run to the closest competitor, and fills you with endless frustration (2:33) How to "hijack" prospective clients' nervous systems and ethically give them no other option other than paying your fees (2:54) Why telling silly stories, even ones that have nothing to do with financial advice at all, will not only make your calendar fill up, but your client roster too (3:21) Two embarrassingly simple ways (that almost no financial advisor uses) to make prospective clients' "short circuit" and give you their undivided attention and trust (4:53) A weird "glitch" almost all financial advisors have that intimates prospective clients and makes them freeze instead of pay your fees (7:02) How being a narrator of your thoughts in your marketing copy works almost too well for making prospects eager to hire you (8:34) Why lots of financial advisors market in a way where it is neurologically impossible for people to become clients (and how to avoid this fatal mistake) (12:11) The simple, but powerful trick for framing your high fees as a reason to trust you (14:41) Want to see the magic that happens when your marketing works with human psychology instead of fighting against it as most advisors do? Then I recommend my Profitable Pricing Blueprint, which you can find below: https://TheAdvisorCoach.com/Pricing Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Every time I mention productivity secrets for busy financial advisors, a few like to jab back at me that productivity secrets can't help when you have young children. Not only is this dead wrong, but it's a completely backwards excuse too. You need productivity secrets when you have children or else one of two things will happen (and sometimes both happen): Either your business will start to sputter and risk collapsing completely… or you'll save your business at the expense of your relationship with your kids. And, like I said, sometimes both things happen: Your business and your relationship with your kids crumble faster than you know how to fix. Today's show is your antidote. Listen now. Show highlights include: Why productivity principles become more important after kids than they are before kids (especially if you use your kids as an excuse to be disorganized, inconsistent, and passive in your business) (2:04) Here are a few eye-opening examples of how expensive the opportunity cost becomes when you have children (2:47) Why reading marketing books and listening to business podcasts is a recipe for anxiety when you don't have this… (4:10) How being under the foot of your business not only strangles your growth, but can also make your kids despise you (and how to take back control of your business) (5:46) The uncomfortable "Optimization Theater" reality that explains why most productivity advice does not and cannot grow your wealth (13:27) Asking yourself this one question can forever make you not only more productive, but also far more effective at growing your business (13:53) How to become more productive without exerting more effort (and, in many cases, exerting less effort) (14:56) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Discover why traditional experience isn't the ultimate trust signal for financial advisors anymore. Learn about three powerful trust signals that can outshine decades in the industry. Explore how niche messaging and pattern recognition can make prospective clients feel understood. Uncover the surprising ways personal stories and transparency boost credibility. Finally, get actionable tips on crafting compelling content that resonates deeply, ensuring you're not just seen, but truly trusted.

Many financial advisors mistake broad demographics for effective niches, which can undermine their marketing. Discover three core reasons why a broad niche fails, including the risks of being seen as a commodity. Learn how to engage potential clients by tapping into their attention through specific messaging. Specializing can justify higher fees without losing clients, and practical tactics are shared to narrow down your niche. From red and green flag criteria to identifying triggering events, find out how to attract ideal clients effortlessly.

Discover how being memorable can boost your client base! Learn quirky marketing techniques, like using personal hobbies to create rapport. Find out why sharing your worst financial blunders can actually enhance trust. Get tips on how to break the mold and stand out with unique details. Uncover the power of naming a common enemy to build client loyalty and reduce fear. Plus, explore compelling phrases that can encourage immediate action from potential clients. Get ready to transform your approach!

A startling study reveals that 1 in 5 clients are ready to fire their financial advisors! Wealthy clients surprisingly value services like personal trainers over financial advice. Advisors often lose out because their messaging lacks the tangible results that clients crave. To avoid becoming expendable, it's crucial to make your value visible. From understanding the shift in client perceptions to leveraging value packaging, this discussion offers strategies for advisors to ensure they remain indispensable amidst rising competition.

Most financial advisors are misled by marketing myths that promote teaching as the way to attract clients. This approach fails because it engages the logical mind instead of the emotions that drive purchasing decisions. Discovering three essential marketing shifts can lead to better results. By fostering curiosity, prioritizing conversations over concepts, and focusing on transformative results rather than deliverables, advisors can vastly improve their strategies. Finally, it’s crucial to move away from over-education to elevate marketing effectiveness.

Discover the surprising truth about using AI for financial advisor marketing. The host confesses that simply improving prompts won’t lead to better results due to flawed source material like Reddit and Wikipedia. Hear how this leads to average marketing outcomes and potentially harms your business. Learn about a new AI tool tailored for financial advisors that addresses these issues and enhances marketing efforts. Plus, understand why financial advisor marketing is unique and requires a specialized approach.

A seasoned fixer explores 15 challenges that financial advisors must tackle on their own. He highlights the dangers of a victim mentality and the pitfalls of small thinking. Fear-driven decisions often keep advisors from seizing opportunities. He addresses how perpetual excuse-making and avoidance of feedback hinder growth. Moreover, analysis paralysis can trap them in inaction. Ultimately, he emphasizes the necessity of hard work and measuring progress for real success.

Success can often be achieved by embracing the wisdom of others rather than relying solely on your own abilities. The discussion highlights the importance of deference—learning from specialists like copywriters and researchers to accelerate growth. Additionally, listeners discover how to benefit from flawed role models and the biblical principle of seeking counsel for safety. Practical advice on operational listening and consistency in execution emphasizes that daily actions often yield better results than cleverness. Plus, a unique strategy for acquiring top skills through collaboration is introduced.